Wistron Corporation, a Taiwanese AI server manufacturer, reported a record monthly revenue of NT$208.4 billion (approximately US$6.9 billion) for May 2025, marking a 162.1% increase year-over-year and a 55.9% rise month-over-month. This surge was primarily driven by robust shipments of Nvidia's GB200 AI server racks, which ramped up to about 1,000 units in May from a few hundred in April. For the first five months of 2025, Wistron's revenue rose 76.4% to NT$688.6 billion. Nvidia, whose AI chips power major companies such as OpenAI, Meta, Google, and Amazon, reported a 69% year-over-year revenue growth in the first quarter of fiscal year 2026. This growth was fueled by strong enterprise demand for its Blackwell systems, expanding global AI infrastructure deployments, and record gains across networking, gaming, and automotive sectors, despite challenges related to exports to China. The performance of Wistron and Nvidia reflects broader positive trends in AI hardware demand and supply chain expansion.